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Rossby Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Rossby Financial’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-212
Closed -$14.5K – 1847
2025
Q3 		$14.5K Buy
+212
New +$14.8K ﹤0.01% 780

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rossby Financial's IYK Position: Q4 2025 in Review

Rossby Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 212 shares — an estimated $14.5K sold.

Rossby Financial first reported a position in IYK in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Rossby Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Rossby Financial sold 212 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $14.5K.
  • Rossby Financial first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • Rossby Financial's iShares US Consumer Staples ETF position peaked at $14.5K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.